Integrated Advisors Network’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $606K | Buy |
1,051
+183
| +21% | +$106K | 0.03% | 454 |
|
2025
Q1 | $491K | Buy |
868
+104
| +14% | +$58.8K | 0.02% | 463 |
|
2024
Q4 | $458K | Buy |
764
+248
| +48% | +$149K | 0.02% | 474 |
|
2024
Q3 | $301K | Buy |
+516
| New | +$301K | 0.01% | 588 |
|
2024
Q2 | – | Sell |
-540
| Closed | -$302K | – | 714 |
|
2024
Q1 | $302K | Buy |
+540
| New | +$302K | 0.02% | 583 |
|
2023
Q2 | – | Sell |
-381
| Closed | -$213K | – | 686 |
|
2023
Q1 | $213K | Buy |
+381
| New | +$213K | 0.01% | 616 |
|
2022
Q3 | – | Sell |
-610
| Closed | -$251K | – | 676 |
|
2022
Q2 | $251K | Buy |
610
+204
| +50% | +$83.9K | 0.02% | 564 |
|
2022
Q1 | $204K | Buy |
406
+47
| +13% | +$23.6K | 0.01% | 628 |
|
2021
Q4 | $220K | Buy |
+359
| New | +$220K | 0.01% | 584 |
|